AddressChallenger Limited is an ASX-listed investment management firm managing $105 billion in assets (as at 30 June 2023). Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Join Fidante as a Business Development Manager, Wholesale & High Net Worth - Alternatives experience preferred.
- At Fidante, we provide investors with access to best-in-class investment managers.
- We are one of Australia's largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams.
- We are a global investment management business with approximately US$49bn (A$72.4bn)* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm
About Us
Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes - both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities. Investing across the globe (including Australia, Europe, Asia, and North America), 85 per cent of our investment managers have beaten their respective benchmarks since inception, and total AUM has increased four-fold in the past decade.
About the role
This position is a unique and exciting opportunity for an outstanding individual to service and grow the Wholesale & High Net Worth customer channel.
You'll be responsible for driving affiliate fund manager sales as per the National Service Strategy. You'll work autonomously to drive strategic sales activity across your allocated accounts and affiliate fund managers.
You'll also be responsible for,
- Being an expert representative of the underlying boutique fund managers - working closely for market representation
- Highly engaged account and relationship management with clients
- Presenting to advisers via meetings and seminars
- Having a collaborative approach and mentoring less experienced members of the team
- Ensuring leads for other Boutique/Challenger product sales are appropriately referred and working with the relevant Life State Sales Managers to ensure there is an effective cross referral system operating
- Increase funds under management of the Fidante Partners suite of products
- Raise Seed and Cornerstone investments for new boutiques across wholesale clients
- Represent the Fidante Partners brand in a professional manner with new and existing clients.
- Manage and contribute to National Account Strategies
The Skills & Experience we need.
Fidante are seeking a team player with a demonstrated track record in sales directly related to the High Net Worth (HNW) market with at least 8 years' experience in the Funds Management Industry, in a sales / distribution role.
You'll have a strong network of existing client contacts across the HNW market including Private Banks and Private Wealth Management providers.
As well as:
- Proven track record of success in building and managing distribution networks and exceeding sales targets. 3-5 yrs +
- Strong investment knowledge across Equities, Fixed Income and Alternatives.
- Strong experience in identifying, pursuing and creating sales opportunities, as well as developing long-term sales strategies.
- Excellent communication and interpersonal skills with the ability to build and maintain relationships with clients and internal stakeholders.
- Strong presentation skills both face to face and virtual.
- RG146 compliant (essential)
Highly advantageous to hold a bachelor's degree in finance, economics, or a related field; advanced degree or relevant professional certifications preferred i.e. CFA (preferred) - CIMA (preferred)
Additional Information
You can find more information on Fidante here https://fidante.com/au
As part of the Challenger Group you can expect a competitive reward package as well as a range of social and wellbeing focused benefits, flexible working practices and salary sacrifice initiatives. You can see the full range of our benefits here for more information
https://www.challenger.com.au/about-us/careers/our-benefits
#LI-Fidante #LI-GS1 #LI-Hybrid
We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
Job type:
Permanent
Posting Close Date :
15/03/2024
